Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.65T
1-Year Est. Return 24.8%
 

Morgan Stanley, founded in 1935 by Henry Sturgis Morgan and Harold Stanley as a spin-off from J.P. Morgan & Co., is a leading global financial services firm headquartered in New York City. Initially focused on investment banking, it has evolved into a diversified powerhouse offering wealth management, institutional securities, and asset management services, catering to corporations, governments, institutions, and high-net-worth individuals. With a strong presence in mergers and acquisitions, underwriting, and trading, Morgan Stanley manages billions in assets and is known for its sophisticated financial advisory services. The firm has adapted to modern markets by expanding its digital offerings and wealth management division, notably through its 2020 acquisition of E*TRADE, solidifying its position as a Wall Street titan.

This Quarter Est. Return
1 Year Est. Return
+24.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$289B
AUM Growth
+$17B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,087
New
Increased
Reduced
Closed

Top Buys

1
+$2.75B
2
+$2.34B
3
+$2B
4
WFC icon
Wells Fargo
WFC
+$1.04B
5
IWM icon
iShares Russell 2000 ETF
IWM
+$1.03B

Top Sells

1
+$567M
2
+$284M
3
+$271M
4
HD icon
Home Depot
HD
+$255M
5
PGR icon
Progressive
PGR
+$251M

Sector Composition

1 Healthcare 10.62%
2 Financials 8.83%
3 Technology 8.4%
4 Consumer Discretionary 7.16%
5 Communication Services 6.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2876
$4.24M ﹤0.01%
658,652
-912,810
2877
$4.24M ﹤0.01%
171,188
+22,346
2878
$4.23M ﹤0.01%
293,296
+8,988
2879
$4.23M ﹤0.01%
44,607
+30,500
2880
$4.23M ﹤0.01%
191,591
-207,135
2881
$4.22M ﹤0.01%
40,033
+8,637
2882
$4.21M ﹤0.01%
221,816
-31,248
2883
$4.21M ﹤0.01%
167,840
-148,580
2884
$4.21M ﹤0.01%
77,586
-18,192
2885
$4.2M ﹤0.01%
28,623
-2,807
2886
$4.2M ﹤0.01%
307,030
+110,057
2887
$4.2M ﹤0.01%
59,703
-33,911
2888
$4.18M ﹤0.01%
173,854
+151,320
2889
$4.17M ﹤0.01%
87,084
+7,593
2890
$4.17M ﹤0.01%
50,791
+16,150
2891
$4.16M ﹤0.01%
48,790
+30,610
2892
$4.16M ﹤0.01%
105,884
+53,970
2893
$4.16M ﹤0.01%
464,670
+237,762
2894
$4.15M ﹤0.01%
324,218
-54,325
2895
$4.15M ﹤0.01%
378,364
-62,584
2896
$4.14M ﹤0.01%
406,399
-57,830
2897
$4.13M ﹤0.01%
41,738
+38,391
2898
$4.12M ﹤0.01%
138,625
-150,711
2899
$4.12M ﹤0.01%
75,841
+8
2900
$4.12M ﹤0.01%
149,866
+34,946
114 115
116
117 118